Chase Investment Counsel’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,545
| Closed | -$2.34M | – | 105 |
|
|
2023
Q1 | $2.34M | Buy |
6,545
+75
| +1% | +$26.8K | 1.3% | 31 |
|
|
2022
Q4 | $2.14M | Buy |
6,470
+63
| +1% | +$20.9K | 1.31% | 35 |
|
|
2022
Q3 | $1.68M | Sell |
6,407
-4,854
| -43% | -$1.27M | 1.06% | 38 |
|
|
2022
Q2 | $3.16M | Sell |
11,261
-488
| -4% | -$137K | 1.7% | 21 |
|
|
2022
Q1 | $3.54M | Buy |
+11,749
| New | +$3.54M | 1.55% | 22 |
|